Pre-Retirement Planning

Crystal Kanada, Lynzie Wolters, Michael Moises, and Trish Moulton are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AZ, CA, FL, HI, IL, ID, NJ, NV, OR, UT, VA, TX, WA. No insurance business may be conducted outside of these states referenced.

Crystal Kanada, Lynzie Wolters, Michael Moises, and Trish Moulton are Registered Representatives of and collectively offer securities products and services through NYLIFE Securities LLC, Member FINRA / SIPC , a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, DC, FL, GA, HI, ID, IL, KS, KY, MD, MN, MT, NE, NV, NY, NC, ND, OR, PA, SC, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside the specific states referenced.

Lynzie Wolters, Michael Moises, and Trish Moulton, are also separately registered as an investment adviser representatives, under Eagle Strategies LLC, A Registered Investment Adviser, collectively offering financial planning and investment advisory services in the states of AZ, CA, MT, TX, WY. As such, these services are strictly intended for individuals residing in CA.

Capital Edge Insurance & Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Capital Edge Insurance & Financial Group nor New York Life Insurance Company or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

Lynzie Wolters is a Member Agent of the Nautilus Group® a service of New York Life Insurance Company.

Crystal Kanada - CA Insurance License #0H92673
Lynzie Wolters – CA Insurance License #0I20911
Michael Moises - CA Insurance License #0M40712
Trish Moulton - CA Insurance License #4157671